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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$16B
P/E ratio
~13×
Div yield
0%
Net income
~$587M
Rev. growth
+5%
Revenue
~$11.1B
Stores
~811
China comps
+24%
In plain English
Lululemon designs premium athletic apparel — leggings, the Align and ABC lines, running and training gear — and sells most of it straight to shoppers through its own stores and app, skipping wholesale. It owns the brand and the design, but outsources every stitch to a tight web of Asian contract manufacturers (Vietnam, Sri Lanka, Cambodia, China). With its home Americas market stalling, growth now rides on China and the rest of International.
In simple terms
A brand that owns nothing it makes
Lululemon designs the product and owns the customer, but every garment is sewn by contract factories (MAS, Eclat, Crystal) from fabric engineered by mills and Toray. Its edge is brand, design and direct selling — not a single factory it owns.
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